GHE, LLC — 13F holdings

GHE, LLC reported 57 holdings worth $265M in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

  1. NVDA NVIDIA CORPORATION — $146M (54.9%)
  2. PCN PIMCO CORPORATE & INCM STRG — $8.11M (3.1%)
  3. MPC MARATHON PETE CORP — $7.11M (2.7%)
  4. MCO MOODYS CORP — $6.26M (2.4%)
  5. AXP AMERICAN EXPRESS CO — $5.53M (2.1%)
  6. Arista Networks Inc — $5.17M (2.0%)
  7. COST COSTCO WHSL CORP NEW — $5.04M (1.9%)
  8. PGR PROGRESSIVE CORP — $4.61M (1.7%)
  9. SPGI S&P GLOBAL INC — $4.58M (1.7%)
  10. LOW LOWES COS INC — $4.24M (1.6%)